Gestion de projets - Les premiers pas

Gestion de projets - Les premiers pas



Zoho One vous propose deux solutions de gestion de projet : Zoho Projects et Zoho Sprints.
La différence ? Lorsque votre équipe suit un processus conventionnel pour gérer le travail et organiser les tâches, vous pouvez choisir Zoho Projects. Il suit la méthodologie traditionnelle de la cascade pour gérer vos projets. Il s'agit d'un processus rationalisé où chaque étape de progression est accomplie en suivant l'étape précédente.

Toutefois, si votre équipe est à l'aise pour fournir des résultats après différentes itérations, alors choisissez Zoho Sprints. Il s'agit d'un outil de gestion de projet agile qui aide votre équipe à fournir des résultats dans un cycle périodique appelé Sprints. Ici, vous pouvez revoir le processus en cours et vous adapter aux changements au milieu du sprint. Si votre équipe est flexible au changement, alors opter une méthodologie agile s'avère être le meilleur choix.

Dans cet article, nous allons voir les premières étapes de la configuration de Zoho Projects. Il s'agit d'un logiciel de gestion de projet basé dans le cloud qui vous aide à planifier vos projets, à suivre efficacement votre travail et à collaborer avec votre équipe. Par sa capacité de gestion, il prévient bien des erreurs et apporte une valeur ajoutée à votre entreprise. La version Entreprise de Zoho Projects est incluse dans la suite Zoho One. Pour en savoir plus, visitez cette page.

Configurer le portail

En tant qu'administrateur de Zoho Projects
  • Allez dans Paramètres > Configuration du portail
  • Sous l'onglet "Configuration", vous pouvez personnaliser le nom du portail, l'URL, rédiger le clause de non-responsabilité, et aussi renommer des modules si nécessaire.

  • Depuis l'onglet "Heure et date" vous pouvez programmer les heures de bureau et les vacances.

  • Sous l'onglet "Projet et budget", programmez les ID projets, activez les balises, définissez la devise de base, personnalisez les e-mails pour indiquer le dépassement budgétaire, etc.

  • Sous l'onglet "Tâche et feuille de temps", paramétrez des tâches et des feuilles de temps telles que la limite d'heures de travail, le rappel du journal des heures, etc

Configurer les rôles et profils

Profil

Un profil définit les autorisations nécessaires pour accéder des fonctionnalités de Zoho Projects. Par défaut, Zoho Projects classe les profils en deux catégories.
Profil utilisateur
Ces profils sont attribués aux utilisateurs du portail. Les utilisateurs de ce profil peuvent accéder aux modules indiqués internes et externes. Par défaut, il y a quatre profils utilisateurs qui ne peuvent pas être supprimés mais peuvent être renommés.
Profil client
Ces profils sont attribués aux clients. Les utilisateurs de ce profil peuvent uniquement accéder aux modules indiqués externes.

Avantages 
  • Créez des profils personnalisés et définir des privilèges d'accès.
  • Définissez des autorisations différentes pour les utilisateurs du portail et les utilisateurs des clients.
  • Personnalisez les autorisations au niveau des modules.
Bien à savoir
  • Les profils par défaut ne peuvent pas être supprimés.
  • Pour afficher les autorisations, cliquez sur un profil.
  • Les profils par défaut Admin et Client ne peuvent pas être modifiés. Vous pouvez toutefois cloner ces profils, puis les modifier.
  • Les profils d'employé et de prestataire par défaut peuvent être renommés.
  • Tous les autres profils peuvent être modifiés.

Créer un profil
  • Paramètres >> Gérer les utilisateurs >> Profils
  • Cliquez sur "Ajouter un profil"
  • Entrez le nom du profil
  • Attribuez le profil utilisateur ou client
  • Programmez les autorisations au niveau du portail, du projet et du module, et cliquez sur "ajouter". Un nouveau profil est créé.


Rôle

Le rôle définit la désignation ou la position des utilisateurs dans une organisation. Les utilisateurs ayant le même rôle peuvent être attribués différents profils basés sur les permissions requises. Zoho Projects vous propose quatre rôles par défaut (administrateur, gestionnaire, employé et prestataire) qui peuvent être modifiés pour répondre aux besoins spécifiques de l'entreprise.
​
Créer un rôle
  • Paramètres >> Gérer les utilisateurs >> Rôle
  • Cliquez sur "Ajouter un rôle"
  • Entrez le nom du rôle et enregistrez.

Personnaliser le tableau de bord

En tant qu'administrateur, vous avez deux vues 
  • La vue personnelle où vous allez trouver les détails sur l'ensemble des projets dont vous faites partie. Cette vue peut être personnalisée.
  • La vue portefeuille où vous avez un aperçu sur les détails sur l'ensemble des projets du portail de votre organisation. Un compteur affiche les statistiques relatives à vos projets, tâches, problèmes, clients et groupes de projets. Le time line du projet Gantt donne un indicateur visuel du calendrier du projet et de son état d'avancement.


Dans les articles suivants, nous allons découvrir en détail les différentes fonctionnalités de Zoho Projects et comment elles peuvent vous aider à mieux gérer vos projets. En attendant, n'hésitez pas à poser vos questions en commentaire.

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Notebook

      I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.

    • Domain Mapping & Image Publishing Issues on Zoho Sites

      Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue

    • Prevent duplicate with custom fields?

      I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Zoho PDF editor has a lot of issues.

      Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • How to Automate Monthly PDF Reports with Filters in Zoho Creator

      Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields

    • Feedback: Streamlining Note Management in Zoho Notebook

      Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

    • showing Limit exceeded

      Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Zoho CRM Formula - Current Time minus Date/Time field

      Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • Next Page